Modern Software Solutions for Engagement Efficiency
Kipsi is a bespoke technology platform for professional services firms looking to streamline and automate their client engagements
Our Products

Facilitate best in class R&D tax credit studies with Kipsi
Our R&D tax credit solution streamlines every aspect of conducting a R&D tax credit study
Streamline Surveys
Collect information for tax studies from clients and track their progress in real time without hassle.


Automate Requests
Save time on gathering supporting documentation and client follow up
Allocate Expenses
Easily allocate expenses across various R&D projects


Manage Engagements
Manage all your ongoing engagements in one view and easily see which clients need immediate attention

Manage client requests & documentation in one place.
Our PBC (Provided By Client) tool provides a unified client experience while saving you valuable time

Client Portal
Clients can securely upload documents in Kipsi and easily see what remaining requests are left to complete.
Request Management
Easily identify outstanding PBC items in Kipsi through robust status tracking.


Email Automation
Save time following up on PBC requests with Kipsi’s automated emailing system.

Streamline client questionnaires for efficient data collection
Kipsi Forms centrally manages and administers client facing surveys at scale while capturing the unique voice of every firm with our robust customization options

Questionnaire Management
Deliver engagements on time with detailed deadline and status tracking
Client Portal
Clients can fill out questionnaires and communicate with your firm directly in Kipsi


Customization & White Labeling
Provide next level client experiences with a software tool that looks and feels like it was built only for your firm
About Kipsi
Kipsi is a bespoke technology platform for professional services firms looking to streamline and automate their client engagements. We are former Big Four professionals and technology leaders passionate about creating software to make the lives of accountants, consultants and lawyers easier.
Vision
To make modern technology tools accessible to professional services firms, regardless of location or size.
Meet the Team
Careers
Kipsi is based in the Bay Area, but we are a remote-first company. Come join our growing team!


Get in Touch!
Interested in a demo, or just want to learn more? We look forward to hearing from you.

